BC

Belmont Capital Portfolio holdings

AUM $657M
1-Year Est. Return 33.14%
This Quarter Est. Return
1 Year Est. Return
+33.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$6.03M
3 +$3.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.44M

Top Sells

1 +$5.43M
2 +$2.21M
3 +$1.62M
4
LLY icon
Eli Lilly
LLY
+$1.57M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.04M

Sector Composition

1 Technology 35.55%
2 Communication Services 21.06%
3 Consumer Discretionary 12.31%
4 Financials 7.72%
5 Consumer Staples 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$73.4K 0.03%
1,193
+358
102
$69.5K 0.03%
5,701
103
$67.8K 0.03%
344
+1
104
$64.5K 0.03%
1,500
-6,500
105
$64.2K 0.03%
2,980
106
$58K 0.02%
540
107
$57K 0.02%
1,065
108
$56K 0.02%
997
109
$51.9K 0.02%
657
110
$50.7K 0.02%
360
111
$48K 0.02%
784
112
$41.6K 0.02%
+697
113
$38.4K 0.02%
201
114
$38K 0.02%
1,226
115
$34.1K 0.01%
+358
116
$26.6K 0.01%
1,154
+2
117
$26.6K 0.01%
101
118
$26.4K 0.01%
750
119
$26.1K 0.01%
161
120
$23.4K 0.01%
29
121
$22.7K 0.01%
747
122
$22.3K 0.01%
170
123
$21.3K 0.01%
977
124
$20.8K 0.01%
104
125
$20.7K 0.01%
70